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Martin Worley Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Martin Worley Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.95M Buy
95,160
+37,404
+65% +$2.46M 3.4% 7
2025
Q1 		$3.57M Buy
57,756
+14,100
+32% +$951K 2.04% 16
2024
Q4 		$2.99M Buy
+43,656
New +$2.93M 1.87% 16

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Martin Worley Group's VUG Position: Q2 2025 in Review

Martin Worley Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 65% in Q2 2025, buying an estimated $2.46M and bringing the position to 95,160 shares worth $6.95M. The position accounts for 3.4% of the portfolio, ranked #7.

Martin Worley Group first reported a position in VUG in Q4 2024 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Martin Worley Group held 95,160 shares of Vanguard Morningstar Growth ETF worth $6.95M as of Q2 2025.
  • Martin Worley Group bought 37,404 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $2.46M.
  • Vanguard Morningstar Growth ETF made up 3.4% of Martin Worley Group's portfolio in Q2 2025, its #7 holding.
  • Martin Worley Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.